KIG
MO icon

Kennedy Investment Group’s Altria Group MO Stock Holding History

Kennedy Investment Group’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$798K Sell
12,098
-206
-2% -$13.3K 0.31% 76
2025
Q4 		$709K Buy
12,304
+19
+0.2% +$1.15K 0.27% 82
2025
Q3 		$812K Buy
12,285
+20
+0.2% +$1.27K 0.32% 68
2025
Q2 		$719K Buy
12,265
+20
+0.2% +$1.18K 0.31% 74
2025
Q1 		$735K Buy
12,245
+22
+0.2% +$1.2K 0.34% 74
2024
Q4 		$639K Buy
+12,223
New +$651K 0.29% 78
2023
Q4 		– Sell
-5,011
Closed -$211K – 125
2023
Q3 		$211K Buy
5,011
+8
+0.2% +$353 0.13% 110
2023
Q2 		$227K Buy
5,003
+49
+1% +$2.22K 0.13% 105
2023
Q1 		$221K Sell
4,954
-481
-9% -$22.1K 0.14% 107
2022
Q4 		$248K Buy
+5,435
New +$246K 0.16% 101

Other funds holding MO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return